- Introduction and getting started
- Maestro landing page
- Process modeling
- Process implementation
- Process operations
- Process monitoring
- Process optimization
- Licensing
- Reference information
Maestro user guide
To enhance Process optimization in Maestro, you can extend context and visibility into the underlying business objects by connecting to external source systems—such as Salesforce or ServiceNow—that the process operates on.
To achieve better process representation and segmentation, you need to import data from these external systems, which track business objects and their statuses, into your Process Optimization app in Process Mining. This enables more granular insights and helps identify areas for improvement. Examples include identifying product areas with high volumes of support tickets or optimizing processes based on newly discovered purchase order steps through process mining.
This page describes the steps to join external data with internal Maestro trace data to achieve this level of insight.
- Process Mining is enabled on the tenant.
- You are familiar with the internal data model, SQL, and Process Mining functions.
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You have Process Mining Developer role assigned. Refer to Setting up the users for more information.
You have Edit data, Edit dashboards, and View permissions for the Process Optimization app. Refer to Managing access for Process Mining apps for more information.
- You have built, deployed, and ran a Maestro process that has Integration Service activities associated with an external source system (E.g. Loan Origination process that pulls and updates records from Salesforce).
